26 Results for Business Analysis Manager Jobs in Hayward, CA

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Financial Planning & Analysis Manager

Berkeley, CA
onsite
Permanent / Full Time
150000 - 165000 USD / Yearly
We are looking for an experienced Financial Planning & Analysis Manager to join a mission-oriented consumer products company in Berkeley, California. In this role, you will guide budgeting, forecasting, and performance analysis while helping leadership make informed business decisions. The position works closely with cross-functional teams to uncover insights, improve financial visibility, and support long-term growth. This is a hybrid opportunity with onsite collaboration in Berkeley, California three days per week. Responsibilities: • Direct the annual budgeting cycle by partnering with business leaders to build realistic plans aligned with company objectives. • Produce rolling forecasts, financial models, and scenario evaluations that support short- and long-range planning. • Review financial results against targets, explain variances, and highlight the operational factors influencing performance. • Turn financial and business data into clear insights that identify risks, emerging trends, and areas for improvement. • Create reporting packages and dashboards that give senior leaders timely visibility into company performance. • Work with teams across sales, marketing, operations, research and development, and people functions to support strategic decisions. • Recommend actions that strengthen profitability, improve efficiency, and optimize the use of company resources. • Challenge assumptions, test business cases, and provide sound financial guidance on spending and investment decisions. • Enhance planning and reporting practices by refining tools, methodologies, and analytics capabilities. • Take ownership of special projects that extend beyond routine FP&A work and contribute to broader business priorities.
2026-10-16T00:00:00Z

Business Systems Analyst

Walnut Creek, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for a Business Systems Administrator to support and enhance the technology platforms that power a growing investment advisory firm in the East Bay. This role centers on administering Salesforce and a portfolio of business applications while partnering with teams across the organization to improve workflows, strengthen system controls, and resolve day-to-day technology issues. The ideal candidate brings hands-on experience managing SaaS platforms, a practical approach to automation, and the ability to turn business needs into reliable, user-friendly solutions. Responsibilities:• Oversee daily administration of Salesforce, including configuration of objects, fields, user roles, permissions, reports, dashboards, and workflow automation.• Provide timely troubleshooting and user support for Salesforce and other firm applications, ensuring employees can work efficiently across departments.• Maintain and support key business platforms such as Orion, DocuSign, Box, Jump AI, Schwab Advisor Center, Fidelity Wealthscape, Calendly, and related tools.• Manage user provisioning, security settings, application access, and routine system upkeep to maintain stable and compliant operations.• Partner with software vendors and external IT resources to investigate issues, coordinate resolutions, and improve platform performance.• Analyze current business processes, identify inefficiencies, and implement technology-driven improvements that reduce manual effort.• Build, test, and maintain Salesforce Flows and other automations to streamline operations and support scalable business processes.• Assist with system integrations, data transfers, upgrades, testing efforts, and broader technology initiatives across the firm.• Create and maintain clear documentation for systems, procedures, integrations, and recurring administrative tasks while supporting onboarding, offboarding, access reviews, and security-related activities.
2026-09-30T00:00:00Z

Business Systems Analyst

Oakland, CA
remote
Permanent / Full Time
125000 - 155000 USD / Yearly
We are looking for a Business Systems Analyst to support operational improvements and business process clarity for a customer-focused environment in Oakland, California. This role partners with stakeholders to evaluate current workflows, define practical solutions, and translate business needs into clear documentation for delivery teams. The ideal candidate brings strong analytical thinking, experience working in service-driven settings, and the ability to contribute effectively within Agile Scrum teams. Responsibilities:<ul><li>Partner with business teams, IT, and vendors to deliver application solutions from planning through launch.</li><li>Develop deep knowledge of assigned systems and business processes.</li><li>Analyze needs, identify solutions, and provide strategic recommendations.</li><li>Advocate for user needs to ensure successful product outcomes.</li><li>Lead requirements gathering, documentation, and stakeholder collaboration.</li><li>Coordinate with technical teams on integrations and system functionality.</li><li>Configure, maintain, and support enterprise applications.</li><li>Manage testing, deployments, upgrades, and migrations.</li><li>Serve as a key liaison between business, IT, leadership, and vendors.</li><li>Foster teamwork, collaboration, and continuous product improvement.</li></ul>
2026-10-15T00:00:00Z

Business Operations Analyst (Fund Operations)

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Business Operations Analyst (Fund Operations)📍 Menlo Park, CA (Hybrid)🏢 Growing Investment Management Firm💰 Competitive Base + Bonus + Great Benefits Join a highly respected investment management organization that partners with families, foundations, and institutional investors across public and private markets. The firm is known for its long-term investment approach, collaborative culture, and commitment to innovation, data-driven decision-making, and operational excellence. This position supports the coordination and execution of private investment operational workflows, including subscriptions, capital calls, investment documentation, funding coordination, and ongoing investment maintenance. The role also contributes to process improvement initiatives focused on enhancing efficiency, organization, and scalability across the platform. The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities in a collaborative, fast-paced investment environment. Key Responsibilities<ul><li>Develop a strong understanding of the firm's investment platform, operational infrastructure, and private investment processes.</li><li>Support investment operations, including subscriptions, capital calls, redemptions, and ongoing investment maintenance.</li><li>Coordinate investment documentation, onboarding materials, and operational records.</li><li>Maintain operational trackers, reporting tools, and workflow calendars to ensure timely execution.</li><li>Partner with custodians, fund administrators, external investment managers, and internal teams to support day-to-day operations.</li><li>Assist with funding activities, cash movements, wire coordination, and transaction processing.</li><li>Support operational aspects of investment transactions, including secondary market activities.</li><li>Identify opportunities to improve processes, enhance workflows, and increase operational efficiency.</li><li>Maintain and document operating procedures, controls, and best practices.</li><li>Demonstrate professionalism, accuracy, and strong organizational skills in a fast-paced environment.</li></ul>Why This Opportunity?✅ Exposure to public and private market investments✅ Blend of accounting, reporting, investment operations, and analytics✅ Strong mentorship and career growth potential✅ Technology-forward environment embracing AI and automation✅ High visibility and interaction with investment professionals and leadership✅ Competitive compensation, bonus opportunity, and comprehensive benefits package For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-14T00:00:00Z

Financial Reporting Manager

Palo Alto, CA
onsite
Permanent / Full Time
145000 - 170000 USD / Yearly
Jeff Abrams is looking for a Financial Reporting Manager to join his clients team. This position will lead core financial reporting and fund accounting activities while partnering with internal stakeholders to deliver accurate analysis, timely reporting, and operational support. The ideal candidate brings strong experience in venture capital or private equity environments and is comfortable handling complex financial data, valuation-related insights, and process improvement initiatives. Responsibilities:• Oversee fund and entity-level accounting activities, ensuring financial information is accurate, complete, and delivered within reporting deadlines.• Prepare and review periodic financial reports, investor-related reporting packages, and supporting schedules for internal and external stakeholders.• Coordinate accounting close activities across teams and maintain alignment on reporting deliverables, timelines, and documentation requirements.• Analyze portfolio valuations and performance indicators to support reporting accuracy and provide insight into investment results.• Support capital activity reporting, including contributions, distributions, partner allocations, and related financial statement impacts.• Provide day-to-day operational finance support by resolving reporting issues, improving workflows, and maintaining strong internal controls.• Lead or contribute to special initiatives focused on process optimization, reporting enhancements, and finance system improvements.• Partner with cross-functional teams to address ad hoc analyses, reporting needs, and strategic finance projects as they arise. If you are interested in the role, please reach out to Jeff Abrams via LinkedIn
2026-10-05T00:00:00Z

Financial Reporting Manager

San Francisco, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
Jeff Abrams with Robert Half is looking for a Financial Reporting Manager to lead fund reporting activities and support the broader finance function for his client. This role is responsible for overseeing financial statement preparation and review, coordinating audit and tax workflows, and helping ensure accurate reporting across complex fund structures. The ideal candidate brings strong accounting judgment, private equity or fund experience, and the ability to improve processes while guiding team members in a fast-paced environment. Responsibilities:• Oversee fund reporting activities by maintaining a strong command of reporting workflows and the underlying general ledger framework.• Review quarterly and annual financial statements for funds to confirm accuracy, completeness, and alignment with applicable U.S. accounting standards.• Partner with finance leadership to manage external audits and tax-related deliverables, including coordination with third-party providers and analysis of technical accounting or tax issues.• Track fund liquidity and prepare cash forecasts to support operational and investment-related funding needs.• Examine investor capital call and distribution activity, as well as transaction flows tied to underlying portfolio investments.• Support regulatory and compliance-related reporting needs as required by the business.• Identify opportunities to strengthen controls, streamline reporting processes, and improve efficiency without sacrificing accuracy.• Address limited partner questions and produce ad hoc reports with a high level of responsiveness and precision.• Advise on complex, unusual, or non-standard transactions and help determine the appropriate reporting treatment.• Lead, coach, and develop entry-level finance team members while contributing to broader departmental objectives. If you are interested in the role, please reach out to Jeff Abrams via LinkedIn
2026-10-05T00:00:00Z

Accounting Manager

Concord, CA
onsite
Permanent / Full Time
150000 - 175000 USD / Yearly
We are looking for an Accounting Manager to lead core accounting operations and support accurate, timely financial reporting in Concord, California. This position will oversee close activities, maintain the integrity of the general ledger, and help ensure compliance with audit and reporting standards. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to improve processes while partnering effectively with internal stakeholders. Responsibilities:<ul><li>Lead, coach, and develop an accounting team while promoting accountability and professional growth.</li><li>Oversee month-end close activities, including review of reconciliations, journal entries, and financial reporting schedules.</li><li>Ensure accurate financial records, reporting compliance, and strong internal controls.</li><li>Investigate and resolve complex accounting transactions, ensuring issues are fully analyzed and closed.</li><li>Drive process optimization, automation initiatives, and system enhancement projects to improve efficiency.</li><li>Support technology-driven improvements, including AI and workflow modernization efforts.</li><li>Collaborate with finance, operations, and supply chain teams across multiple business units.</li><li>Assist with specialized accounting areas such as intercompany transactions, joint ventures, employee benefits, and other technical matters.</li><li>Contribute to regulatory reporting and compliance within healthcare, nonprofit, or multi-entity environments.</li><li>Champion continuous improvement and a high-performance team culture.</li></ul>
2026-10-07T00:00:00Z

Accounting Manager

Union City, CA
onsite
Permanent / Full Time
130000 - 150000 USD / Yearly
We are looking for an Accounting Manager to oversee core accounting operations and ensure accurate, timely financial reporting for the organization in Union City, California. This role will lead essential close activities, maintain the integrity of the general ledger, and support audit readiness through strong controls and documentation. The ideal candidate brings a hands-on approach to account analysis, reconciliations, and journal entry review while partnering across teams to strengthen accounting processes. Responsibilities:• Direct day-to-day AR, AP, and GL operations• Own month-end close and financial reporting accuracy• Validate journal entries, reconciliations, balances, and variances• Create and deliver financial and KPI reports• Support development of the annual financial plan• Streamline controls, processes, and workflows; ensure proper period close and documentation• Lead financial statements and audit support• Partner with departments on accurate revenue and expense recognition• Hire, coach, and retain accounting staff• Oversee sales tax, returns, 1099s, and regulatory compliance• Assess and implement accounting systems and tools• Ensure compliance with current US GAAP standards• Maintain fixed asset and lease accounting records• Lead and support ad hoc initiatives, process improvements, and system upgrades
2026-10-09T00:00:00Z

Accounting Manager

Hayward, CA
onsite
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for an Accounting Manager to lead core accounting operations and ensure accurate, timely financial reporting for the organization in Hayward, California. This role oversees close activities, maintains the integrity of the general ledger, and supports audit readiness through strong controls and detailed analysis. The ideal candidate brings sound technical accounting knowledge, a hands-on approach to reconciliations and journal entries, and the ability to guide a high-performing accounting function. Responsibilities:<ul><li>Provide general ledger support and guidance to accounting staff</li><li>Reconcile operating bank accounts and investigate discrepancies</li><li>Support project-related regulatory and contract compliance requirements</li><li>Manage customer billing, collections, and cash application activities</li><li>Process, reconcile, and monitor corporate credit card transactions</li><li>Administer certified payroll submissions and labor compliance documentation</li><li>Prepare and maintain union reports and related records</li><li>Coordinate and submit OCIP reporting requirements</li><li>Serve as backup support for payroll processing functions</li><li>Handle annual 1099 preparation and filing activities</li><li>Deliver training and system assistance for Vista/Viewpoint users</li></ul>
2026-10-02T00:00:00Z

Accounting Manager

Palo Alto, CA
onsite
Temporary / Contract
50 - 80 USD / Hourly
We are looking for an experienced Accounting Manager to support global accounting activities for a commercial biotech in Palo Alto, CA. This approximately 4-month contract opportunity is ideal for a hands-on, detail-oriented Accounting Manager (or assistant controller) who can oversee consolidated reporting, maintain compliance across international entities, and strengthen accounting processes in a complex global environment. The role requires strong expertise in foreign currency matters, intercompany accounting, statutory obligations, and Oracle Fusion within a multinational structure. If you have always wanted to work in the Life Sciences/Biotechnology space, this is your chance. Our client is prioritizing Oracle Fusion proficiency, so they welcome anyone that is not from life sciences/biotechnology if they have used Oracle Fusion. This role is hybrid, 3 days onsite and 2 days remote. Pay is up to $80/hr. regular time and $120/hr. overtime.Start date is ideally October 26, 2026, please apply today!! Responsibilities:• Using Oracle Fusion, lead worldwide consolidation activities and prepare accurate financial reporting for multiple domestic and international entities.• Manage foreign currency translation processes and ensure the proper accounting treatment for global subsidiary results.• Partner with cross-functional teams involved in global tax, infrastructure, and operational accounting matters to maintain consistent financial practices.
2026-10-13T00:00:00Z

Accounting Analyst, Investment Management

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Jennifer Fukumae with Robert Half's Financial Services Division is partnering with an established investment management firm in Menlo Park seeking an Accounting Analyst to join its growing finance team.The firm works with institutional and private investors across public and private markets, with a focus on investments that support long-term financial returns and meaningful global impact. This is an excellent opportunity to join a collaborative investment team and gain exposure to a diverse range of investment strategies, fund accounting, and portfolio reporting. Key Responsibilities<ul><li>Oversee fund accounting and financial reporting for multiple separately managed accounts (SMAs).</li><li>Perform daily cash reconciliations, monitor cash activity, and maintain accurate financial records across multiple entities.</li><li>Support monthly close activities, including investment valuation reconciliations and general ledger reviews.</li><li>Prepare investment performance analysis, portfolio reporting, and financial statement schedules.</li><li>Coordinate annual audits and assist with quarterly and annual reporting requirements.</li><li>Work with investment teams, external service providers, and internal data teams to ensure accurate and timely financial information.</li><li>Analyze, organize, and reconcile large datasets for financial reporting and accounting systems.</li><li>Identify opportunities to improve accounting processes through automation, technology, and AI tools.</li></ul>
2026-10-12T00:00:00Z

Accounting Analyst

Emeryville, CA
onsite
Temporary / Contract
35 - 46 USD / Hourly
We are seeking a detail-oriented Accounting Analyst for a 4 to 6 month contract engagement. This role is ideal for a professional with a solid accounting foundation and the ability to support light financial analysis, reporting, and trend review. The Accounting Analyst will assist with day-to-day accounting operations while helping identify patterns, variances, and opportunities for improved reporting accuracy and business insight. Key Responsibilities<ul><li>Support monthly, quarterly, and year-end close activities</li><li>Prepare and maintain journal entries, account reconciliations, and supporting schedules</li><li>Assist with general ledger analysis and account variance review</li><li>Review financial data for accuracy, completeness, and consistency</li><li>Help track and analyze basic financial trends, spending patterns, and operational results</li><li>Prepare recurring and ad hoc reports for finance and business leaders</li><li>Assist with budget-to-actual reporting and fluctuation analysis</li><li>Support accounts payable, accounts receivable, and accrual-related activities as needed</li><li>Identify discrepancies and work with internal stakeholders to resolve issues promptly</li><li>Maintain organized documentation and ensure compliance with internal controls and accounting policies</li><li>Contribute to process improvement efforts related to reporting and analys</li></ul>
2026-10-13T00:00:00Z

Accounting Analyst

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Accounting Analyst📍 Menlo Park, CA (Hybrid)🏢 Growing Investment Management Firm💰 Competitive Base + Bonus + Comprehensive Benefits A highly respected investment management firm is seeking an Accounting Analyst to join its growing finance and operations team. This role offers a unique opportunity for professionals with strong accounting, finance, audit, tax, fund accounting, or investment operations experience to work within a sophisticated investment environment. This position is ideal for someone who enjoys working with large datasets, solving complex reconciliation challenges, improving processes, and partnering across finance, operations, and technology functions. Key Responsibilities<ul><li>Perform accounting and reporting activities across a variety of investment vehicles and separately managed accounts.</li><li>Prepare financial reports and support annual financial statement preparation.</li><li>Assist with audits and other financial review processes.</li><li>Reconcile cash activity, monitor cash flows, and maintain accounting records.</li><li>Support month-end and quarter-end close processes, including reconciliations and investment valuation reviews.</li><li>Analyze investment performance and prepare recurring management and client reporting.</li><li>Partner with internal analytics and reporting teams to ensure data accuracy and consistency across systems.</li><li>Normalize, validate, and reconcile large datasets for use within accounting and reporting platforms.</li><li>Identify opportunities to automate and improve accounting, reconciliation, reporting, and data management workflows.</li><li>Investigate data discrepancies, perform root-cause analysis, and drive issues through resolution.</li><li>Support ad hoc reporting, projects, and business initiatives as needed.</li></ul>Why This Opportunity Stands Out<ul><li>Join a collaborative, highly tenured team with strong mentorship and career development opportunities.</li><li>Gain exposure to sophisticated investment portfolios, alternative investments, and asset management operations.</li><li>Work in a technology-forward environment that values automation, efficiency, and innovation.</li><li>Opportunity to contribute to data transformation, reporting enhancements, and process optimization initiatives.</li><li>Broad exposure across accounting, reporting, investment operations, analytics, and systems.</li></ul>This is an excellent opportunity for an analytically minded accounting or finance professional who enjoys working at the intersection of accounting, data, technology, and investment operations. For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-14T00:00:00Z

Accounting Analyst

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Accounting Analyst📍 Menlo Park, CA (Hybrid)🏢 Growing Investment Management Firm💰 Competitive Base + Bonus + Comprehensive Benefits A highly respected investment management firm is seeking an Accounting Analyst to join its growing finance and operations team. This role offers a unique opportunity for professionals with strong accounting, finance, audit, tax, fund accounting, or investment operations experience to work within a sophisticated investment environment. This position is ideal for someone who enjoys working with large datasets, solving complex reconciliation challenges, improving processes, and partnering across finance, operations, and technology functions. Key Responsibilities<ul><li>Perform accounting and reporting activities across a variety of investment vehicles and separately managed accounts.</li><li>Prepare financial reports and support annual financial statement preparation.</li><li>Assist with audits and other financial review processes.</li><li>Reconcile cash activity, monitor cash flows, and maintain accounting records.</li><li>Support month-end and quarter-end close processes, including reconciliations and investment valuation reviews.</li><li>Analyze investment performance and prepare recurring management and client reporting.</li><li>Partner with internal analytics and reporting teams to ensure data accuracy and consistency across systems.</li><li>Normalize, validate, and reconcile large datasets for use within accounting and reporting platforms.</li><li>Identify opportunities to automate and improve accounting, reconciliation, reporting, and data management workflows.</li><li>Investigate data discrepancies, perform root-cause analysis, and drive issues through resolution.</li><li>Support ad hoc reporting, projects, and business initiatives as needed.</li></ul>Why This Opportunity Stands Out<ul><li>Join a collaborative, highly tenured team with strong mentorship and career development opportunities.</li><li>Gain exposure to sophisticated investment portfolios, alternative investments, and asset management operations.</li><li>Work in a technology-forward environment that values automation, efficiency, and innovation.</li><li>Opportunity to contribute to data transformation, reporting enhancements, and process optimization initiatives.</li><li>Broad exposure across accounting, reporting, investment operations, analytics, and systems.</li></ul>
2026-10-14T00:00:00Z

Benefits Analyst

Pleasanton, CA
onsite
Temporary / Contract
40 - 40 USD / Hourly
***This Is A Contract Opportunity. Spanish-English Bilingual Is A Requirement*** We are looking for a Benefits Analyst to support union Laborers and their families through accurate benefits administration and responsive service. This is a contract position is based in Pleasanton, California, and focuses on benefit eligibility questions, benefit-related issues and managing benefit medical claims, with precision and care. The ideal candidate brings benefits claims processing experience, strong communication skills, and the ability to work effectively in a fast-moving, service-oriented environment. Responsibilities:• Manage the day-to-day administration of union benefit programs, including health and welfare coverage, while following plan rules and regulatory requirements.• Review and process benefits claims in a high-volume setting with close attention to accuracy, timeliness, and compliance standards.• Address questions and written requests from members, dependents, providers, and partner organizations in a thorough and service-focused manner.• Work with healthcare networks, vendors, and internal teams to investigate claim discrepancies and resolve benefit issues efficiently.• Maintain and update eligibility records across applicable systems to ensure member information remains current and accurate.• Support participants with benefit concerns, coverage questions, and enrollment-related matters, providing clear guidance and timely follow-up.• Prepare routine and ad hoc reports and keep thorough documentation related to claims activity, eligibility updates, and member communications.• Handle administrative and legal information requests, including subpoena-related responses, in accordance with established procedures and confidentiality requirements.
2026-10-06T00:00:00Z

Billing Analyst

San Francisco, CA
onsite
Temporary / Contract
20 - 28 USD / Hourly
The Billing Analyst II will support B2B billing operations in a fast-paced e-commerce and SaaS environment. This fully remote role will focus on accurate invoicing, contract-based billing, reconciliations, and collaboration with global stakeholders.<ul><li>Calculate, generate, review, and deliver B2B invoices</li><li>Review commercial contracts and billing terms to ensure accurate rates and charges</li><li>Process credit/debit memos and billing adjustments</li><li>Perform billing reconciliations and research discrepancies</li><li>Respond to billing inquiries and assist with dispute resolution</li><li>Support month-end close, billing controls, and audit requests</li><li>Collaborate with cross-functional and global teams</li></ul>
2026-10-07T00:00:00Z

Corporate FP&A Manager

San Ramon, CA
onsite
Permanent / Full Time
160000 - 180000 USD / Yearly
We are looking for an accomplished finance leader to guide financial planning and external reporting activities for a technology organization based in the East Bay, California. This role will shape reporting accuracy, support executive decision-making, and strengthen compliance with public company standards. The ideal candidate brings deep expertise in financial statement modeling, financial planning systems, corporate financial consolidations, along with the ability to lead cross-functional finance initiatives. Responsibilities:<ul><li>Lead budgeting, forecasting, financial planning, and business performance analysis.</li><li>Build financial models and provide insights for strategic decisions, investments, and resource allocation.</li><li>Partner with cross-functional teams to assess performance, identify risks, and support growth initiatives.</li><li>Deliver executive financial reports, KPI analysis, and recommendations to improve profitability and forecast accuracy.</li><li>Monitor financial results, optimize costs, and support capital investment and finance projects.</li><li>Enhance FP&A processes, reporting automation, forecasting tools, and financial systems.</li><li>Collaborate with Accounting, IT, and Treasury to improve reporting accuracy, data integrity, and analytics.</li><li>Promote FP&A best practices, strengthen business partnerships, and lead high-performing teams in a fast-paced environment.</li></ul>
2026-10-15T00:00:00Z

Director of Business Operations

Larkspur, CA
onsite
Permanent / Full Time
200000 - 275000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Director of Business Operations | Investment Adviser | Larkspur | Generous Comp Structure + Benefits!! Join a highly respected, employee-owned investment management firm with a strong reputation in global investing and a collaborative, mission-driven culture. This is a unique opportunity to partner closely with senior leadership while overseeing a broad range of business functions across operations, fund administration, compliance, technology, HR, and corporate initiatives. This high-impact role offers significant visibility, the opportunity to drive strategic initiatives and process improvements, mentor team members, and play a key role in the firm's continued growth. The firm offers competitive compensation, excellent benefits, and a clear path for long-term leadership. Responsibilities<ul><li>Oversee key business operations across fund administration, compliance, HR, technology, and corporate operations </li><li>Partner with senior leadership on strategic initiatives and operational improvements</li><li>Manage vendor relationships, contracts, and third-party service providers</li><li>Support fund operations, financial reporting, regulatory filings, and product launches</li><li>Coordinate client reporting, due diligence requests, and investor communications</li><li>Participate in cross-functional committees focused on finance, compliance, AI, valuation, and business continuity </li><li>Help oversee technology initiatives, information security, and office operations</li><li>Mentor team members and contribute to the firm's long-term operational strategy</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-07T00:00:00Z

Director of Business Operations

Larkspur, CA
onsite
Permanent / Full Time
200000 - 225000 USD / Yearly
Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market. ✨ Director of Business Operations📍 Larkspur, CA (Hybrid)🏢 Growing Investment Management Firm💰 Competitive Base + Bonus + Comprehensive Benefits About the OpportunityA highly respected employee-owned investment management firm is seeking a Director of Business Operations to join its leadership team. This is a unique opportunity to partner closely with senior leadership and help oversee key areas of the business, including fund administration, compliance, technology, human resources, and corporate operations. The ideal candidate is a strategic and hands-on operator who thrives in an entrepreneurial environment and enjoys working across multiple functional areas. This individual will play a critical role in supporting the firm's long-term growth, operational excellence, and organizational development. Key Responsibilities<ul><li>Lead fund administration activities, regulatory initiatives, client reporting, and vendor relationships.</li><li>Partner with senior leadership on strategic projects, operational improvements, and business growth initiatives.</li><li>Support compliance oversight, regulatory filings, risk management, and governance processes.</li><li>Coordinate HR-related functions, including recruiting, onboarding, employee development, and performance programs.</li><li>Oversee technology vendors, information security initiatives, system enhancements, and business continuity planning.</li><li>Manage key service provider relationships, contracts, and cross-functional projects across the organization.</li><li>Mentor junior business professionals and help build scalable processes to support the firm's long-term growth.</li></ul>Why Join?<ul><li>Collaborative, supportive, and highly professional culture</li><li>Broad exposure across all areas of the business</li><li>Opportunity to partner directly with senior leadership</li><li>High visibility role with significant long-term growth potential</li><li>Diverse and intellectually challenging work</li><li>Leadership team committed to mentorship, knowledge sharing, and employee development</li><li>Competitive compensation, bonus potential, strong benefits, retirement contribution, and long-term equity opportunity</li></ul>For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
2026-10-14T00:00:00Z

Accounting Analyst, Investment Management Firm

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Enjoy putting your accounting knowledge to work while exploring new technology, working with data and spreadsheets, and finding smarter ways to get things done? If you're naturally curious about systems, tools, and process improvements, let's have a conversation! The firm works with institutional and private investors across public and private markets, with a focus on investments that support long-term financial returns and meaningful global impact. This is an excellent opportunity to join a collaborative investment team and gain exposure to a diverse range of investment strategies, fund accounting, and portfolio reporting. Key Responsibilities<ul><li>Manage investment accounting, cash reconciliations, and financial reporting.</li><li>Support month-end close, investment valuations, and general ledger reviews.</li><li>Prepare portfolio analysis, performance reports, and financial schedules.</li><li>Assist with audits and quarterly/annual reporting.</li><li>Partner with investment teams and external providers to ensure accurate financial data.</li><li>Analyze large datasets and identify discrepancies across accounting systems.</li><li>Leverage automation, technology, and AI tools to streamline accounting processes.</li></ul>
2026-10-14T00:00:00Z

Lead Financial Analyst

San Ramon, CA
remote
Permanent / Full Time
120000 - 140000 USD / Yearly
We are looking for a strategic Lead Financial Analyst to support financial planning, performance analysis, and decision-making for key business operations in the San Francisco Bay Area. This role partners closely with leaders to interpret financial results, identify trends, and provide insights that improve business outcomes. The ideal candidate brings strong analytical judgment, advanced modeling capability, and a practical approach to solving complex financial questions. Responsibilities:<ul><li>Partner with regional leadership to deliver financial insights that support pricing, staffing, profitability, and business decisions.</li><li>Analyze performance trends, forecasts, budgets, and variances to drive operational and financial improvements.</li><li>Advise leaders on resource allocation, compensation strategies, revenue growth, and market-driven planning.</li><li>Develop and manage regional budgeting, forecasting, and scenario modeling processes.</li><li>Collaborate with finance, analytics, and cross-functional teams to improve reporting accuracy and support strategic initiatives.</li><li>Leverage data, predictive analytics, and financial tools to identify opportunities, risks, and profitability trends.</li><li>Monitor financial performance against targets and recommend corrective actions when needed.</li><li>Ensure compliance with GAAP, IFRS, SOX, governance standards, and internal policies while supporting audits and risk management.</li><li>Identify process inefficiencies, promote automation, and implement operational improvements to increase effectiveness.</li><li>Facilitate financial reviews with leadership, align regional strategies with corporate goals, and support intercompany coordination.</li><li>Maintain documentation for audits, reporting, and governance requirements.</li><li>Mentor junior staff, share financial expertise, and encourage best practices and continuous improvement across the team.</li></ul>
2026-10-15T00:00:00Z

Senior Financial Analyst

San Francisco, CA
onsite
Permanent / Full Time
110000 - 150000 USD / Yearly
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Senior Financial Analyst | Investment Firm | San Francisco; Hybrid Join a high-growth private investment platform focused on liquidity solutions across venture and growth-stage private markets. With strong institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting stage of growth. This role offers broad exposure across fund accounting, financial reporting, treasury, and investor activity, with a strong focus on review, oversight, and analysis rather than transactional accounting. You’ll work closely with a lean, high-caliber finance team and external providers while gaining meaningful exposure to complex institutional funds. Additional perks include strong bonus potential, excellent healthcare and retirement benefits, and employee meals. Responsibilities<ul><li>Review third-party fund accounting, NAVs, capital activity, and financial reporting</li><li>Oversee external fund administrators and resolve accounting issues</li><li>Review financial statements, reconciliations, and supporting schedules</li><li>Support treasury, cash forecasting, and liquidity management</li><li>Assist with capital calls, distributions, subscriptions, and investor activity</li><li>Respond to investor inquiries and provide fund information</li><li>Support audits, tax processes, and external providers</li><li>Perform financial analysis and support special projects</li><li>Drive process improvements and stronger controls</li><li>Partner with the broader finance team across multiple investment vehicles</li></ul>For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
2026-10-09T00:00:00Z

Accounting Analyst, Investment Firm

Menlo Park, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Robert Half's Financial Services Division is partnering with an established investment management firm in the Peninsula seeking an Accounting Analyst to join its growing finance team. The firm works with institutional and private investors across public and private markets, with a focus on investments that support long-term financial returns and meaningful global impact. This is an excellent opportunity to join a collaborative investment team and gain exposure to a diverse range of investment strategies, fund accounting, and portfolio reporting. Key Responsibilities<ul><li>Manage investment accounting, cash reconciliations, and financial reporting.</li><li>Support month-end close, investment valuations, and general ledger reviews.</li><li>Prepare portfolio analysis, performance reports, and financial schedules.</li><li>Assist with audits and quarterly/annual reporting.</li><li>Partner with investment teams and external providers to ensure accurate financial data.</li><li>Analyze large datasets and identify discrepancies across accounting systems.</li><li>Leverage automation, technology, and AI tools to streamline accounting processes.</li></ul>
2026-10-13T00:00:00Z

Analyst

Morgan Hill, CA
onsite
Permanent / Full Time
85000 - 115000 USD / Yearly
Colleen McAuliffe at Robert Half is looking for a detail-oriented real estate operations specialist to support a growing North American portfolio from California. This position focuses on lease administration, portfolio oversight, and coordination with internal partners and external landlords to keep real estate activities organized, compliant, and efficient. The role also contributes to process design and reporting improvements that strengthen portfolio governance and support future global growth. Responsibilities:• Oversee lease activity from execution through renewal or closeout, tracking key terms, dates, obligations, and required actions across the portfolio.• Maintain complete and accurate lease records, abstracts, and supporting files so documentation remains current and audit-ready.• Manage lease management system data and reporting, resolving discrepancies and ensuring reliable portfolio information for business use.• Coordinate communications with landlords and internal teams regarding notices, certificates, amendments, and other lease-related documentation.• Partner with Legal, Finance, Workplace Operations, and business stakeholders to support lease reviews, approvals, and operational decisions.• Assist with negotiations and transaction support by organizing materials, aligning stakeholders, and following through on action items.• Identify opportunities to improve space usage, portfolio performance, and operational consistency across multiple locations.• Support office moves, expansions, consolidations, subleases, and other real estate projects while monitoring compliance with lease terms.• Develop standardized procedures, templates, and controls that improve administration, reporting, and scalability across regions.• Prepare summaries, analyses, and presentations for leadership and contribute to broader corporate real estate initiatives.
2026-10-01T00:00:00Z

Investment Operations Analyst $130K + 30% Bonus + Profit S

San Francisco, CA
onsite
Permanent / Full Time
115000 - 130000 USD / Yearly
📩 Interested? Connect with me on LinkedIn >> Mahmoud Adam, CPA and send me your resume directly! 🚀 Operations Analyst | $115K–$130K + 20–30% Bonus + Profit Sharing 📍 Menlo Park | Hybrid 💰 6% 401(k) Match | Free Daily Meals | Exceptional Benefits Want to break into private markets and work closer to the investment process? I’m working on a newly created opportunity with a $15+B global investment firm known for its mission-driven approach to investing across venture capital, private markets, and sustainable technologies. This is an opportunity to join a stable, collaborative team, learn directly from experienced investment operations professionals, and gain exposure to the mechanics behind private investments—from capital calls and subscriptions to funding coordination and transaction execution. They're looking for someone who is organized, proactive, tech-forward, and excited to improve how investment operations work. 💡 What You'll Do<ul><li>Support private investment and venture capital workflows, including subscriptions, capital calls, redemptions, and investment maintenance</li><li>Coordinate investment documentation, onboarding materials, and operational records</li><li>Assist with funding coordination, wire preparation, and cash movement tracking</li><li>Work with custodians, fund administrators, external managers, and internal investment teams</li><li>Maintain workflow trackers, calendars, and reporting tools</li><li>Support secondary transactions and other investment-related activities</li><li>Identify opportunities to improve processes, automate workflows, and scale operations</li></ul>
2026-10-16T00:00:00Z

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